Reviews written by FamaFiduciary

220 results - showing 1 - 25 1 2 3 4 5 6 7 8 9 Results per page:
 
 

0 of 0 people found the following review helpful
Thank you, Craig for another great presentation and for the continual reminders of how to approach the topic of rebalancing (and diversification) with clients who are focused primarily on the bottom line of "how much did I make". It is just as difficult as you suggest when trying to explain this topic to clients and trying to get them to go along with it.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
November 29, 2016

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Last updated: November 29, 2016
 
 

0 of 0 people found the following review helpful
Simple, but excellent, presentation today on the business backdrop under the new administration and Congressional control by Republicans. Also a good refresher course on basic principles of business ownership, entity choices, etc. And as usual, Bob not only makes everything easy to understand and comprehend but also applies real-life situations to the principles discussed, which helps greatly. Thank you.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
November 10, 2016

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Last updated: November 10, 2016
 
 

0 of 0 people found the following review helpful
Fritz did his usual good job on covering the current economic landscape. Please continue to point out WSJ articles which are misleading and other citations to various articles which make your point. I'm sure the A4A audience appreciates the contrarian viewpoint of things in general and helps set us apart from our not-so-well-informed colleagues.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
November 07, 2016

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Last updated: November 07, 2016
 
 

0 of 0 people found the following review helpful
Today's presentation was a good refresher. I particularly feel that advisors might benefit from Craig's review of the 12X Final Income exercise in several of the earlier slides which illustrates the basic principle of saving an amount equal to 12 times your final salary in order to be able to take 50% of that salary in retirement at a 4% rate. The illustrations and walking everyone through the calculations is helpful. Also good summaries at the end. The methodical and reasoned approach Craig uses is good.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
October 26, 2016

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Last updated: October 26, 2016
 
 

0 of 0 people found the following review helpful
What I really like about Bob's presentations, particularly in the past year or more, is that he clearly applies the materials he's teaching to the practical application of practicing financial planning. Specifically, he provides real-life examples, or pointers, on how a particular tax strategy or concept can be incorporated into a financial plan or investment strategy to both make the advisor look good and to benefit the client. The marrying of the tax concepts with the actual practice is very valuable.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
October 23, 2016

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Last updated: October 23, 2016
 
 

0 of 0 people found the following review helpful
First off, Fritz has never been political in his presentations. He is what I might consider apolitical or non-political, whichever you prefer. My observation after hearing Fritz present to A4A perhaps 50 or 60 times (estimated) is that he does not favor any particular political party. One can "read between the lines" of what Fritz says at any time, that is true. But there is certainly no partisanship of any kind in his words. Also, Fritz is an equal-opportunity critic of fund managers, CNBC celebrities, etc
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
October 13, 2016

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Last updated: October 13, 2016
 
 

0 of 0 people found the following review helpful
Interesting but very technical topic related to tax and estate planning. Good overview although perhaps better understood by CPAs and tax attorneys than the average investment adviser. Most important takeaway was that clients who are affected by this new regulation should be made aware of it ASAP. Other professionals may not be completely aware of the changes and the adviser must be. Also illustrates the overreach of government regulators in the current political environment.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
September 29, 2016

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Last updated: September 29, 2016
 
 

0 of 0 people found the following review helpful
Craig deserves an A+ grade for today's webinar. His methodical, disciplined approach to the topic affords webinar attendees a great opportunity to understand the inner workings of diversification, rebalancing and especially, client dialogue on the topic of buying low and selling high. All of these points bear repetition and Craig's style of presentation serves as a reminder to advisors that these issues have to be faced head-on. A webinar on correlation would probably be of great interest to A4A members.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
September 28, 2016

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Last updated: September 28, 2016
 
 

0 of 0 people found the following review helpful
Superb discussion at the outset on the intricacies of the bond market and how the Fed rates relate to bond yields. This is something different from Fritz and was greatly appreciated. Remainder of webinar was solid, as always. Liked the fact that Fritz is not unrealistically optimistic on the earnings front, saying that even half of the 11% projection would be sufficient to keep stocks going. Provides some perspective on things and tempered enthusiasm of that sort is often the best policy.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
September 12, 2016

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Last updated: September 12, 2016
 
 

0 of 0 people found the following review helpful
Bob has repeated a few things over the past many months which bear repeating and which are valuable pointers for advisors. One of the most important to me (and one which has been borne out on many occasions with my clients) is the importance of demonstrating tax proficiency at a more advance level when doing planning for clients. This is why I've found that advisors with CPA credentials are growing by leaps and bounds. I have seen firsthand the benefits of having this advanced tax knowledge. Very important!
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 25, 2016

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Last updated: August 25, 2016
 
 

0 of 0 people found the following review helpful
Excellent seminar today by Craig. Solid demonstration of how to convey a basic understanding of asset allocation and diversification principles to the uninitiated or novice investor. Great delivery by Craig as always. Easy to follow and understand and also gives us the tools and concepts to speak to our younger clients or clients-to-be. Thank you!
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 24, 2016

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Last updated: August 24, 2016
 
 

0 of 0 people found the following review helpful
Fritz and Andy, thank you for another great presentation today. I particularly liked the gold versus S & P chart which Fritz discussed further at the end of the presentation. All of the slides were informative and illustrative of the points that Fritz is trying to drive home. As for running over on time, it would be nice to have the webinar end at a specific time as I believe more people would stick around to provide this feedback. Sometimes people have to run to something else. Thank you!
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 08, 2016

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Last updated: August 08, 2016
 
 

0 of 0 people found the following review helpful
Great stuff today Craig- thank you. Appreciate some of the practical points and tips on differences between risk and volatility. Also a very good suggestion to ask clients when we first meet them what they believe the definition of risk is. Investment pros have to be careful not to confuse risk with volatility, as you say. Although much of what you say may seem repetitive, it is conducive to learning and retention of the material. Please continue.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
July 27, 2016

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Last updated: July 27, 2016
 
 

0 of 0 people found the following review helpful
Super presentation and as Andy said, a little more advanced than normal. Important, however, for anyone calling themselves a wealth manager to at least know some of the basics, and to recognize the issues that might be important to one or more HNW clients. Also, client's other professional advisors (CPA and attorney) are generally impressed when the financial advisor raises an issue on their own as it makes the advisor look engaged.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
July 21, 2016

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Last updated: July 21, 2016
 
 

0 of 0 people found the following review helpful
Fritz, thank you for this and also for the Brexit special session which was also enlightening. The A4A audience appreciates your dedication to the cause. It's always interesting when you point out how the 10 top strategists fared in their annual predictions. Please continue citing WSJ and Barron's articles, as they help make your case for certain positions that you take, and bring home each of your points with strong supporting evidence.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
July 11, 2016

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Last updated: July 11, 2016
 
 

0 of 0 people found the following review helpful
Thank you again Fritz for calling out the Barron's Outlook 2016 at the very end of today's webinar wherein you demonstrated the time one can waste following the so-called experts. As you show in your last slide, the experts called for IT and finance to be top performers, with utilities and consumer staples to suffer, and the reality is that it has been the exact opposite. Given this, it might even be worthwhile to read the Barron's Outlook, and then do precisely the opposite of what they suggest.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
June 13, 2016

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Last updated: June 13, 2016
 
 

0 of 0 people found the following review helpful
Craig, thank you for the continued education on diversification and for highlighting the need for awareness on the part of advisors to diversify in order to do the best work for their clients. Appreciate also your brief tour of the 7Twelve website, as I learned a few things just by clicking around on the site for a few minutes. Please keep up the excellent work of teaching advisers about this topic.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 25, 2016

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Last updated: May 25, 2016
 
 

0 of 0 people found the following review helpful
Great job as always, Bob. Super overview of the estate and trusts area for sure. Somewhat elementary for RIAs with strong tax and legal backgrounds, but valuable as a quick review nevertheless. Agree with Bob on virtually all points, including the possibility of estate tax exemptions being reduced in the future. Not many people think about this issue but should be cognizant of it for long-term planning purposes. Minor note: Incorrect use of the word "Principals" in presentation--should be principles.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 24, 2016

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Last updated: May 24, 2016
 
 

0 of 0 people found the following review helpful
Chris and his colleague did a nice job today of outlining the issues raised by DOL rules. It was nice that they didn't use scare tactics to frighten everyone on the call. This can sometimes be annoying and counterproductive. Interestingly enough, many of the fee-only advisors and RIAs are not happy with the rule. There are many reasons for this. Thank you for providing some good pointers on getting our disclosures together.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 19, 2016

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Last updated: May 19, 2016
 
 

0 of 0 people found the following review helpful
Some of the material presented is already out in the advisory community quite broadly, so this was more of a review of Bergen, Pfau and Kitces studies and views. I appreciate the fact that the Monte Carlo simulation uses 5,000 possible outcomes as opposed to the 250 or so that some of the custodians use, but once again, if you're not a fan of Monte Carlo to begin with, it's more of the same. Some of the citations of studies and quotes were informative.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 12, 2016

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Last updated: May 12, 2016
 
 

0 of 0 people found the following review helpful
Nice job today Fritz. Continue to appreciate the WSJ clippings and articles from Barron's being woven into the presentation as illustrative of your positions. Also like the emphasis lately on declining bond component contribution to overall portfolio return (this being a change from the past 35 years). This is something that will take on more importance in the coming years as investors ratchet down their return expectations from the traditional 10% return assumptions.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 09, 2016

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Last updated: May 09, 2016
 
 

0 of 0 people found the following review helpful
Good overview with additional practical pointers on how to advise clients. Real-life examples and illustrations are useful. Appreciate the fact that Bob takes time to explain various exceptions to the general rules, and information re: tuition credits, waivers and planning techniques, including gifting, are helpful. Bob, please keep up the great work--I'm sure that it is truly appreciated by the A4A community.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 05, 2016

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Last updated: May 05, 2016
 
 

0 of 0 people found the following review helpful
Thank you to Craig for continuously stressing the difficulty of predicting which asset classes will do well each year. We all have a tendency to think we can do this, but as the data has proven, it is not so easy. Perhaps a future seminar could include a discussion of Craig's use of Vanguard, Fidelity, T. Rowe Price, etc. for specialized 7-12 portfolios using those funds for investors who happen to have their 401k, etc. custody held there.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
April 27, 2016

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Last updated: April 27, 2016
 
 

0 of 0 people found the following review helpful
Excellent presentation once again. Appreciate the review of older material and also introduction of new material, as mentioned by Andy. The question about fiduciary duty did seem to open the door to an enlightened discussion all around, and perhaps more of those types of big picture questions could be used as a starting point for various discussions going forward. Continue to enjoy the WSJ articles, and critiques thereof.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
April 11, 2016

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Last updated: April 11, 2016
 
 

0 of 0 people found the following review helpful
Interesting discussion and good vehicle for raising awareness of some of these issues. Slight tilt at times towards marketing the presenter's company (including short video) but the same is true for Chris Winn and a few others who speak to A4A membership. Very useful for checklist of items which should be considered by all advisors. Good info overall.
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4.0
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FamaFiduciary Reviewed by FamaFiduciary
April 07, 2016

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Last updated: April 07, 2016
 
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